Baby Boomers

Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.

As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

It has become increasingly difficult to time the market.

Only about a third of advisors have an asset-transfer plan in place, according to research.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.